Sohn Hearts and Minds: AFR Professor Langer Coverage

Professor Robert Langer, Co-Founder of Moderna presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Charlie Munger Coverage

Charlie Munger, Chairman of Berkshire Hathaway presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.

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December 3rd, 2021
 

Charlie Munger the ‘quiet one’ alongside Warren Buffett at Berkshire Hathaway

Fund manager Mark Nelson of Caledonia to interview Berkshire Hathaway's Charlie Munger at the sixth annual Sohn Hearts and Minds Conference.

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December 2nd, 2021
 

Here comes the Sohn: big names battle over conference music

For all that heavyweight finance names Michael Walsh, David ­Paradice, Matthew Grounds and Gary Weiss have in common professionally, one thing they can’t seem to find consensus on is music.

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December 2nd, 2021
 

Inside the Rope Podcast: Michael Traill

HM1 Director, Michael Traill recently joined David Clark on the Inside the Rope Podcast. They discussed Michael's career and path into investing for purpose. 

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November 2nd, 2021
 

How rigorous research built a $US141bn company, Moderna

Moderna co-founder Robert Langer says vaccine development for a range of diseases – not just Covid-19 – will be one of the biggest trends among biotechnology in coming years.

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October 27th, 2021
 

Early investors key to Moderna’s successful vaccine, says multi-billionaire co-founder

Professor Robert Langer, the billionaire co-founder of vaccine maker Moderna says that early investors in the biotech startup should share the credit for the development of the company’s coronavirus vaccine.

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October 27th, 2021
 

Moderna’s miracle and why mRNA is the new powerhouse of medicine

The powerful technology that has enabled mRNA vaccines to save millions of lives during the coronavirus pandemic has much broader potential, according Bob Langer, one of the co-founders of Moderna.

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October 27th, 2021
 

Perfect economic conditions for healthcare to thrive

Jun Bei Liu of Tribeca comments on the opportunities and innovation present in the healthcare sector on the back of cultural changes and trends accelerated by the pandemic, naming CSL and Fisher & Paykel Healthcare as stocks to watch.

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June 8th, 2021
 

Former Fed governor Kevin Warsh says government officials should be wary of market calm

Read the coverage of Magellan's latest In the Know Podcast with Hamish Douglass and former Fed governor Kevin Warsh.

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May 25th, 2021
 

Rising costs are not yet a problem for equities

In this AFR article, Jun Bei Liu explains how large fiscal and monetary stimulus measures have contributed to surges in commodity prices and increased input price measures. She discusses the factor at play, and what this means for equity markets.

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May 17th, 2021
 

Talk Ya Book: Marcus Guzzardi

Marcus Guzzardi, portfolio manager at Cooper Investors talks with Chris Judd on Talk Ya Book. In this episode, Marcus talks us through an exciting stock in the gaming and entertainment industry.

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April 30th, 2021
 

David Paradice ‘comfortable’ missing out on GameStop share surge

His firm may have missed out on a potential billion-dollar position, or even payday, from the GameStop phenomenon, but David Paradice insists he’s “sleeping very comfortably at night”.

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February 1st, 2021
 

Personality the key in picking winning stocks: Qiao Ma

Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.

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November 8th, 2020
 

The star stock pickers with a social purpose

Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.

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November 7th, 2020
 

Equity Mates: Nick Griffin

Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.

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November 5th, 2020
 

Equity Mates: Rory Lucas

Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds. 

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October 22nd, 2020
 

LIC sector's great consolidation

LICs appeal to Australian investors wanting reliable fully franked dividends. But many traded at a discount to net tangible assets which has prompted widespread rationalisation.

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September 29th, 2020
 

'Silent wave' of brain damage could follow pandemic

Australia urgently needs to prepare for a "silent wave" of COVID-19, which appears to be taking the form of long-term neurological side effects following infection with the virus. 

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September 23rd, 2020
 

Ark Invest’s Cathie Wood vindicated by revved-up Tesla

A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.

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September 16th, 2020
 

Ackman to headline as Sohn goes virtual

Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.

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September 16th, 2020
 

The man in the Hearts & Minds investment engine room

Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.

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September 16th, 2020
 

ABC: Cash for Causes

An increasing number of LICs are being created to spit out cash for causes. HM1 is such a LIC that top fund managers donate their time too. This year it paid out $9.3m to medical research. HM1's Chairman Chris Cuffe, speaks to Elysse Morgan on ABC's The Business.

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September 1st, 2020
 

Hearts and Minds keep shining the light on medical research

CEO Paul Rayson says HM1's results are outstanding given the bumpy period. COVID-19 has shone a light on medical research and he's proud to contribute to the field and help support people during these tough times.

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September 1st, 2020
 

Hearts and Minds donates almost $10m to charity

Listed investment company Hearts and Minds Investments (ASX: HM1) will donate $5.1 million to 10 medical research this week, in addition to the $4.1 million it already donated in March. [Financial Standard]

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September 1st, 2020
 

Hearts and Minds but no ratings

HM1 CIO, Rory Lucas recently spoke with the Financial Standard about our 12-month performance and the challenges in receiving ratings from the major research houses.

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July 21st, 2020
 

Coronavirus: Anxiety, Stress & Wellbeing

Black Dog Institute, one of our beneficiaries, has put together helpful, evidenced-based resources to help you, your workplaces, schools and parents during this time.

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April 2nd, 2020
 

No quick rebound from the coronavirus crisis economic downturn, says Hamish Douglass

Magellan chief Hamish Douglass has warned that there will be no quick rebound from the economic downturn caused by the COVID-19 crisis.

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April 1st, 2020
 

Scaling Up: A podcast that inspires entrepreneurs

"Scaling Up" is a new podcast series hosted by TDM Growth Partners, one of our Core Fund Managers. It's definitely worth a listen!

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March 31st, 2020
 

Magellan chief warns of ‘near total shutdown’ of world economy

One of Australia’s leading global fund managers, Magellan Financial chief executive Hamish Douglass, has warned of a “near total shutdown” of the world’s economy.

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March 19th, 2020